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Senior Wealth Advisor & Client Growth Lead
Job in
Richmond, Henrico County, Virginia, 23214, USA
Listed on 2026-09-01
Listing for:
Kestra Financial
Full Time
position Listed on 2026-09-01
Job specializations:
-
Finance & Banking
Wealth Management, Financial Advisor / Consultant
Job Description & How to Apply Below
Kestra Financial seeks a Lead with Purpose to manage the advisory support team while overseeing client relationships, financial planning, investment analysis, and trade execution under senior oversight to drive client service excellence and growth.
The role emphasizes leadership of advisory staff, deep planning and investment acumen, and a client-first approach across engagements. Occasional travel to the Richmond, VA area is required.
#J-18808-LjbffrPosition Requirements
10+ Years
work experience
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